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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

898 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.17%
Holding in Top 10
210
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.11%
% of All Funds
4.25%
New
70
Increased
353
Reduced
356
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$91.8M
2
HI
Horizon Investments
North Carolina
+$90.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86.1M
4
PI
PFS Investments
Georgia
+$57.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$250M
2
Wells Fargo
Wells Fargo
California
-$238M
3
Bank of America
Bank of America
North Carolina
-$134M
4
KeyBank National Association
KeyBank National Association
Ohio
-$118M
5
PPFA
Provida Pension Fund Administrator
Chile
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
551
Parsons Capital Management
Rhode Island
$1.27M +$50.9K +799 +4%
RBFC
552
Roman Butler Fullerton & Co
Missouri
$1.24M -$238K -3,740 -16%
BEI
553
Benjamin Edwards Inc
Missouri
$1.23M -$20.8K -327 -2%
SS
554
Sunbelt Securities
Texas
$1.23M -$68.6K -1,076 -5%
CWM
555
CCG Wealth Management
California
$1.21M – – –
FPCP
556
Fort Point Capital Partners
California
$1.21M -$120K -1,885 -9%
RG
557
Retirement Group
California
$1.21M -$21.4K -336 -2%
AWM
558
Aries Wealth Management
Maine
$1.2M +$2.17K +34 +0.2%
LWM
559
Laidlaw Wealth Management
New York
$1.2M +$1.2M +18,766 New
GLLW
560
Graves Light Lenhart Wealth
Virginia
$1.19M +$8.61K +135 +0.7%
PPP
561
Private Portfolio Partners
New Jersey
$1.19M +$35.6K +558 +3%
TF
562
Trek Financial
Arizona
$1.19M -$19K -299 -2%
MHS
563
M Holdings Securities
Oregon
$1.18M -$797K -12,514 -40%
FLI
564
Family Legacy Inc
South Carolina
$1.17M +$51.4K +806 +5%
CAS
565
Cascadia Advisory Services
Oregon
$1.17M -$314K -4,928 -21%
IFG
566
Investors Financial Group
Minnesota
$1.17M -$187K -2,932 -14%
OBWP
567
O'Brien Wealth Partners
Massachusetts
$1.17M -$54.4K -833 -4%
SFG
568
StrategIQ Financial Group
Indiana
$1.17M -$263K -4,126 -18%
CC
569
Copperleaf Capital
North Carolina
$1.14M -$2.49K -39 -0.2%
CIAS
570
Capital Investment Advisory Services
North Carolina
$1.12M -$309K -4,853 -22%
ECA
571
Elevated Capital Advisors
Utah
$1.11M +$1.11M +16,712 New
PWMG
572
Prestige Wealth Management Group
New Jersey
$1.11M -$98.4K -1,545 -8%
TGAM
573
TBH Global Asset Management
Tennessee
$1.11M +$102K +1,599 +10%
JCM
574
Jacobi Capital Management
Pennsylvania
$1.1M -$2.68M -42,059 -71%
WP
575
WealthPLAN Partners
Nebraska
$1.05M -$700K -10,567 -40%
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